QWLD vs VT: fund overlap
ETF comparisons / QWLD vs VT
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF compared with VANGUARD TOTAL WORLD STOCK INDEX FUND
QWLD and VT overlap by 56.5% by weight, across 1,235 shared companies.
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF
VANGUARD TOTAL WORLD STOCK INDEX FUND
Both lines rebased to 0% over their shared dates
1,235 companies held in both funds
| Shared company | QWLD | VT |
|---|---|---|
| Microsoft Corp MSFT | 2.29% | 2.98% |
| Apple Inc AAPL | 2.24% | 3.86% |
| NVIDIA CORP NVDA | 2.16% | 4.05% |
| ALPHABET INC GOOGL 2 share classes | 2.16% | 3.26% |
| ↳ ALPHABET INC-CL A GOOGL | 1.14% | 1.82% |
| ↳ ALPHABET INC-CL C GOOG | 1.02% | 1.44% |
| BROADCOM INC AVGO | 1.70% | 1.56% |
| META PLATFORMS INC-CLASS A META | 1.75% | 1.06% |
| ELI LILLY & CO LLY | 1.43% | 0.79% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 0.76% | 0.81% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 0.76% | 0.72% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.09% |
| JPMorgan Chase & Co JPM | 0.58% | 0.81% |
| ASML Holding N.V. ASML | 1.36% | 0.55% |
| JOHNSON & JOHNSON JNJ | 1.33% | 0.53% |
| Visa Inc V | 1.12% | 0.52% |
| AMAZON.COM INC AMZN | 0.50% | 2.28% |
| WALMART INC. WMT | 0.75% | 0.42% |
| Mastercard Inc MA | 0.57% | 0.40% |
| CISCO SYSTEMS, INC. CSCO | 1.03% | 0.40% |
| Costco Wholesale Corp COST | 0.61% | 0.36% |
| Bank of America Corp BAC | 0.36% | 0.35% |
| Applied Materials Inc AMAT | 1.07% | 0.35% |
| UnitedHealth Group Inc UNH | 0.33% | 0.32% |
| General Electric Co GE | 0.42% | 0.32% |
| Caterpillar Inc CAT | 0.59% | 0.32% |
| LAM RESEARCH CORPORATION LRCX | 0.85% | 0.32% |
| Chevron Corp CVX | 0.30% | 0.32% |
| HSBC Holdings PLC HSBA | 0.29% | 0.32% |
Based on the holdings compared above
QWLD and VT overlap by 56.5% by weight, across 1,235 shared companies.
The largest companies held in both funds are Microsoft Corp, Apple Inc, NVIDIA CORP, ALPHABET INC, BROADCOM INC.
Holding both means 56.5% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
QWLD has a 0.30% expense ratio and VT has 0.06%.
QWLD has a weighted P/E of 21.3 and VT has a weighted P/E of 23.1.
See the companies and duplicated exposure across every fund you hold.